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13th Ave Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 13th Ave Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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AMPLIFY CLW/13th brings you V. Raymond Ferrara, CFP®, CEO of Provise Management Group, LLC

15:44
 
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Manage episode 310539596 series 3060179
13th Ave Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 13th Ave Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome to the 33rd episode of Amplify Clearwater Show, powered by 13th Ave Media! We are very excited to take you on a journey to learn more about all of the incredible businesses, nonprofits, and community leaders. In this episode, we are featuring V. Raymond Ferrara, CFP®, CEO of Provise Management Group, LLC.

Ray is Chairman and CEO of ProVise Management Group, LLC located in Clearwater, Florida, a full- service financial planning firm which is a Registered Investment Advisor with the Securities and Exchange Commission. ProVise is one of the largest financial planning firms in the country and manages approximately $1.6 billion as of December 31, 2020. Additionally, Ray is a Certified Financial Planner TM (CFP®). He served on the Board of Directors for the CFP Board of Standards, Inc. and was Chair of the Board in 2014. Ray also served on the Board of Directors for the Financial Planning Association (FPA), National Advisor’s Trust Company (NATC), and as a Board observer for National Financial Partners, Inc. as well as numerous community boards. He currently serves on the Board of Certified Safety Professionals as their public member. Ray has spoken to many public and civic organizations and business conferences throughout the United States. He has been quoted in numerous publications, including USA Today, New York Times, Wall Street Journal, Barron’s, Tampa Bay Times, and Business Week. He has appeared on radio and television, speaking in his easily understood language with his relaxed, informal approach. For over ten years, he hosted radio’s "Talking MoneyTM." He has authored articles on numerous financial topics. Ray was featured as one of America’s best financial planners in the book Secrets of the Wealth Makers. He was a recipient of the Lifetime Achievement Award from the Financial Planning Association of Tampa Bay in 2005 and the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association for his qualities and contributions that demonstrated superior professionalism. Additionally, he was selected as Mr. Clearwater by the Clearwater Regional Chamber of Commerce in 2017 for his contributions to the Chamber and the Greater Clearwater Community.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/13th-ave-media/message Support this podcast: https://podcasters.spotify.com/pod/show/13th-ave-media/support
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123 에피소드

Artwork
icon공유
 
Manage episode 310539596 series 3060179
13th Ave Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 13th Ave Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome to the 33rd episode of Amplify Clearwater Show, powered by 13th Ave Media! We are very excited to take you on a journey to learn more about all of the incredible businesses, nonprofits, and community leaders. In this episode, we are featuring V. Raymond Ferrara, CFP®, CEO of Provise Management Group, LLC.

Ray is Chairman and CEO of ProVise Management Group, LLC located in Clearwater, Florida, a full- service financial planning firm which is a Registered Investment Advisor with the Securities and Exchange Commission. ProVise is one of the largest financial planning firms in the country and manages approximately $1.6 billion as of December 31, 2020. Additionally, Ray is a Certified Financial Planner TM (CFP®). He served on the Board of Directors for the CFP Board of Standards, Inc. and was Chair of the Board in 2014. Ray also served on the Board of Directors for the Financial Planning Association (FPA), National Advisor’s Trust Company (NATC), and as a Board observer for National Financial Partners, Inc. as well as numerous community boards. He currently serves on the Board of Certified Safety Professionals as their public member. Ray has spoken to many public and civic organizations and business conferences throughout the United States. He has been quoted in numerous publications, including USA Today, New York Times, Wall Street Journal, Barron’s, Tampa Bay Times, and Business Week. He has appeared on radio and television, speaking in his easily understood language with his relaxed, informal approach. For over ten years, he hosted radio’s "Talking MoneyTM." He has authored articles on numerous financial topics. Ray was featured as one of America’s best financial planners in the book Secrets of the Wealth Makers. He was a recipient of the Lifetime Achievement Award from the Financial Planning Association of Tampa Bay in 2005 and the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association for his qualities and contributions that demonstrated superior professionalism. Additionally, he was selected as Mr. Clearwater by the Clearwater Regional Chamber of Commerce in 2017 for his contributions to the Chamber and the Greater Clearwater Community.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/13th-ave-media/message Support this podcast: https://podcasters.spotify.com/pod/show/13th-ave-media/support
  continue reading

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